PORTFOLIO STRATEGIES INC NY

180 Summit Avenue
Suite 200
Montvale, New Jersey 07645
Tel: 201-571-4100

About PORTFOLIO STRATEGIES INC NY

PORTFOLIO STRATEGIES INC NY, formally registered with the SEC as PORTFOLIO STRATEGIES INC NY. The firm was established in 01/01/1994. They have over 2 offices throughout the country.

PORTFOLIO STRATEGIES INC NY is a Montvale, New Jersey based Financial Planning firm with nearly $723,730,439 assets under management, offering retirement planning & investment advisory services to 3039 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106942
SEC#	801-45798
Assets Managed by Firm	$723,730,439
No. of Clients	3039
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3039	$723,730,439
Individuals (other than high net worth individuals)	2778	$289,355,992
High net worth individuals	137	$323,324,437
Charitable organizations	3	$9,532,682
Corporations or other businesses	121	$101,517,328

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